Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM | 1151 | $321,472 | 5,942 | 0.00 | 0.00 | -113 | -1.87 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 1152 | $313,788 | 5,941 | 0.00 | 0.00 | 159 | 2.75 | 06-30-2024 |
SUNBELT SECURITIES INC | REIT | 1153 | $313,554 | 5,936 | 0.00 | 0.00 | 13 | 0.22 | 06-30-2024 |
ARGENT TRUST CO | COMMON STOCK | 1154 | $312,005 | 5,907 | 0.00 | 0.00 | 1,580 | 36.51 | 06-30-2024 |